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Morgan Stanley
MS

Overview Fund Activity

1,043 hedge funds and large institutions have $80.9B invested in Morgan Stanley in 2017 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 337 increasing their positions, 353 reducing their positions, and 46 closing their positions.

Holders
1,043
Holders Change
+122
Holders Change %
+13.25%
% of All Funds
23.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
176
Increased
337
Reduced
353
Closed
46
Calls
$695M
Puts
$2.67B
Net Calls
-$1.98B
Net Calls Change
-$593M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.15B
2
Citadel Advisors
2
Citadel Advisors
Florida
$256M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$232M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$302M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$125M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.85B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$333M
3
Bank of America
3
Bank of America
North Carolina
$714M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNAM
851
Terra Nova Asset Management
New York
$205K +$205K +3,900 New
MSTVIM
852
Messner & Smith Theme Value Investment Management
California
$205K +$205K +3,910 New
DAM
853
Doheny Asset Management
California
$204K +$204K +3,894 New
ACI
854
Alpha Cubed Investments
California
$202K -$53.6K -1,022 -21%
OWD
855
Osborn Williams & Donohoe
Ohio
$201K +$201K +3,832 New
BG
856
Bahl & Gaynor
Ohio
$201K +$201K +3,834 New
KA
857
KLCM Advisors
Wisconsin
$200K +$200K +3,817 New
IBOK
858
Independence Bank of Kentucky
Kentucky
$199K +$199K +3,800 New
FPFS
859
First Personal Financial Services
North Carolina
$194K +$103K +1,965 +113%
PGA
860
Premia Global Advisors
Florida
$190K +$190K +3,626 New
CAM
861
ClariVest Asset Management
California
$180K +$178K +3,391 +10,276%
MA
862
MCF Advisors
Kentucky
$178K – – –
JT
863
Jump Trading
Illinois
$177K -$2.57K -49 -1%
CAW
864
Cornerstone Advisors (Washington)
Washington
$176K – – –
CPP
865
Crow Point Partners
Massachusetts
$175K – – –
CB
866
Community Bank
New York
$175K +$22.9K +438 +15%
NSB
867
Norway Savings Bank
Maine
$165K -$23.7K -450 -13%
MFW
868
Mosaic Family Wealth
Missouri
$162K -$589K -11,200 -78%
SLF
869
Sun Life Financial
Ontario, Canada
$160K -$386K -7,361 -71%
PHK
870
Point72 Hong Kong
Hong Kong
$158K -$205K -3,899 -56%
BTIS
871
BB&T Investment Services
North Carolina
$156K +$16.5K +313 +12%
WAM
872
Wolverine Asset Management
Illinois
$154K -$139K -2,667 -47%
RPG
873
Risk Paradigm Group
Texas
$152K +$131K +2,499 +625%
LWCFA
874
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$147K +$80K +1,524 +119%
ECM
875
Estabrook Capital Management
New York
$146K – – –
33 34
35
36 37